Your New Fundraising Engine: Manager Data Rooms meets Opus CRM Toolkit
New integration between Manager Data Rooms and CRM delivers seamless, institutional-grade experience for fund managers and investors alike.
Opus is excited to introduce new synergies within Opus Connect, our powerful fundraising solution that makes it simple for fund managers of all strategies to affordably deliver an institutional-quality digital experience to their prospects and investors across the full investor lifecycle.
By further deepening the integration between Opus’ Manager Data Rooms and CRM Tool, fund managers can now centralize all their fund-related documentation while converting their pipeline into investors even faster and easier.
“These updates reflect our commitment to providing fund managers with the tools they need to stand out in a competitive capital-raising environment,” said Christian Pollard, Regional CEO, EMEA at Opus. “By removing friction and risk from the process, Opus Connect helps them tell their best story and build investor confidence from first contact to final close, delivering the transparency and performance institutional investors expect.”
Key Capabilities Include:
Unlimited, Configurable Data Rooms
Fund managers can now create an unlimited number of configurable data rooms, across any use case, with tailored access for their CRM contacts. Highlight compelling opportunities, streamline due diligence, effortlessly share fund updates – all in a timely, secure manner with real-time monitoring.Unified Investor Lifecycle Management
Enhance transparency while taking all the traditional headaches and risks inherent in email-based communications. Opus enables fund managers to have all their investor data, prospects, and fund documents in a single system. Painlessly bulk upload contacts within the CRM. Create, schedule, and manage campaigns from anywhere, 24/7.Frictionless Access and Engagement Tracking
Send 1-click customized invitations and quickly permission contacts to view a data room. Track and capitalize on engagement. Deliver differentiating levels of transparency.Seamless Integrations with Digital Subscriptions
Tell your best story in the optimal way by pairing Opus’ Manager Data Rooms and CRM. With ready downstream integrations with digital subscriptions and a smooth investor onboarding process.
Opus continues to redefine how fund managers engage with prospects and investors by delivering transparency, efficiency, and confidence at every touchpoint.
Connect with us to learn more about how Opus and Manager Data Rooms are helping fund managers to accelerate their capital raising, automate operational workflows, and strengthen investor relationships.
About Opus Fund Services:
Established in 2006, Opus Fund Services is an independent high-performance global fund administrator. Currently servicing over 1,000+ client funds and 100,000+ investors globally, Opus pioneered the use of intelligent automation to solve business challenges and operational risks that legacy fund administration could not. Opus’s industry-first Digital Back Office has transformed the levels of controls, scale, and transparency available to protect, support and empower fund managers and their investors. Opus Fund Services has offices in Bermuda, New York, Chicago (Naperville), San Francisco (Brentwood), Austin (Texas), Florida (Fort Myers), Manila, Halifax, Dublin, Enniscorthy, Cape Town, and Mauritius. Opus Fund Services (Bermuda) Ltd. is licensed by the Bermuda Monetary Authority under the Fund Administration Provider Business Act 2019 and the Corporate Service Provider Business Act 2012. Company registration no: 42409. Opus Fund Services (IRE-Admin) Limited is authorised under Section 10 of the Investment Intermediaries Act 1995 (as amended). For further information see www.opusfundservices.com or contact one of our offices.